In this episode, we delve into the world of value investing with Tobias Carlisle, the founder of The Acquirer's Multiple and author of the book 'The Acquirer's Multiple'. From his journey from a lawyer in Australia to a value funds manager in California, to his unique approach towards value investing, this conversation is a treasure trove of insights for anyone interested in the financial markets.
Topics Discussed
- Tobias Carlisle's journey from a lawyer in Australia to a value funds manager in California
- A discussion on the performance of Carlisle's ETF ZIG and its outperformance of S&P over the last three years
- The challenges and rewards of being a value investor in a market dominated by growth investing
- Insights into Carlisle's investment strategy, including his emphasis on fundamental performance over price action
- The role of patience and behavioral fortitude in value investing
- Carlisle's views on the future opportunities for value investing, particularly in the context of sector diversification
- Reflections on the recent Berkshire Hathaway annual meeting and the lessons learned from Warren Buffett and Charlie Munger
- Carlisle's personal investment mantra and his advice for navigating the ups and downs of the investing world
This episode is a must-listen for anyone interested in value investing. Tobias Carlisle's insights, drawn from his extensive experience and unique approach to investing, provide valuable strategies to navigate the financial markets. Whether you're a seasoned investor or just starting out, this conversation is sure to provide you with plenty of food for thought.
This is “ReSolve’s Riffs” – published on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.
*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.
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